Purchases and Sales Made in Q2 2023 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
63.2K+ 156.92% |
$16.9M - $18.1M
|
103K
$6.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.8K+ 11.99% |
$15.2M - $16.2M
|
531K
$31.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.9K+ 17.54% |
$7.18M - $7.68M
|
180K
$10.8M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.9K+ 17.54% |
$7.18M - $7.68M
|
180K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.5K+ 22.3% |
$5.46M - $5.84M
|
112K
$6.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.9K+ 4.72% |
$5.04M - $5.39M
|
419K
$25.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.08K+ 162.57% |
$2.16M - $2.31M
|
13.1K
$781K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.74KNew |
$2.07M - $2.21M
|
7.74K
$463K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.15KNew |
$1.64M - $1.76M
|
6.15K
$368K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.63K+ 55.87% |
$1.5M - $1.61M
|
15.7K
$939K
|
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
4.91K+ 135.96% |
$1.31M - $1.4M
|
8.52K
$510K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.81K+ 11.18% |
$1.28M - $1.37M
|
47.8K
$2.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.55K+ 6.07% |
$1.22M - $1.3M
|
79.6K
$4.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.53K+ 137.62% |
$1.21M - $1.29M
|
7.81K
$468K
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
4.48K+ 24.91% |
$1.2M - $1.28M
|
22.5K
$1.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.51K+ 9.05% |
$938K - $1M
|
42.3K
$2.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.48K+ 32.69% |
$930K - $995K
|
14.1K
$846K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.37K+ 29.33% |
$900K - $963K
|
14.9K
$889K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.34K+ 4.81% |
$893K - $955K
|
72.9K
$4.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
3.32K+ 61.71% |
$886K - $947K
|
8.69K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.06K+ 2.79% |
$816K - $873K
|
113K
$6.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.05K+ 2.42% |
$814K - $871K
|
129K
$7.71M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
BUY
|
- |
2.84K+ 25.87% |
$759K - $812K
|
13.8K
$828K
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
2.76KNew |
$737K - $789K
|
2.76K
$165K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.76KNew |
$737K - $788K
|
2.76K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.73K+ 128.67% |
$730K - $781K
|
4.86K
$291K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.67KNew |
$714K - $763K
|
2.67K
$160K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.41K+ 2.8% |
$643K - $688K
|
88.4K
$5.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.06KNew |
$550K - $589K
|
2.06K
$123K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.86K+ 16.39% |
$496K - $531K
|
13.2K
$789K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.68KNew |
$450K - $481K
|
1.68K
$101K
|
|
|
Aug 14, 2023
Q2 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
1.58K+ 7.19% |
$423K - $452K
|
23.6K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.47K+ 47.7% |
$393K - $421K
|
4.56K
$273K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.42KNew |
$380K - $407K
|
1.42K
$85.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1.34KNew |
$358K - $383K
|
1.34K
$80.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.21K+ 10.69% |
$323K - $346K
|
12.5K
$751K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.17KNew |
$313K - $335K
|
1.17K
$70.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.16K+ 6.34% |
$309K - $331K
|
19.4K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.13K+ 0.38% |
$303K - $324K
|
298K
$17.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.13KNew |
$302K - $323K
|
1.13K
$67.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.09KNew |
$292K - $312K
|
1.09K
$65.3K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.06K+ 12.21% |
$283K - $302K
|
9.73K
$582K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.05K+ 3.51% |
$281K - $301K
|
31K
$1.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.04K+ 29.14% |
$277K - $296K
|
4.6K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
958+ 24.23% |
$256K - $274K
|
4.91K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
950+ 3.36% |
$254K - $271K
|
29.2K
$1.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
913New |
$244K - $261K
|
913
$54.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
910New |
$243K - $260K
|
910
$54.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
908+ 35.28% |
$243K - $259K
|
3.48K
$208K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
900+ 16.5% |
$240K - $257K
|
6.35K
$380K
|